Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
M/I Homes
MHO
$4.04B
| $1.44M | 0.01% |
10,484
-672
| -6% | -$92.6K |
|
577
Champion Homes, Inc.
SKY
$4.21B
| $1.44M | 0.01% |
19,436
+3,431
| +21% | +$255K |
|
578
PJT Partners
PJT
$4.35B
| $1.44M | 0.01% |
+14,165
| New | +$1.44M |
|
579
Choice Hotels
CHH
$5.27B
| $1.44M | 0.01% |
12,725
+2,522
| +25% | +$286K |
|
580
Freeport-McMoran
FCX
$63B
| $1.43M | 0.01% |
33,609
-24,634
| -42% | -$1.05M |
|
581
Hamilton Lane
HLNE
$6.49B
| $1.43M | 0.01% |
12,594
+916
| +8% | +$104K |
|
582
Inspire Medical Systems
INSP
$2.41B
| $1.43M | 0.01% |
7,005
-28,196
| -80% | -$5.74M |
|
583
Clean Harbors
CLH
$12.7B
| $1.42M | 0.01% |
+8,149
| New | +$1.42M |
|
584
Air Products & Chemicals
APD
$63.9B
| $1.42M | 0.01% |
5,181
-200
| -4% | -$54.8K |
|
585
NiSource
NI
$19.1B
| $1.41M | 0.01% |
+53,012
| New | +$1.41M |
|
586
Armstrong World Industries
AWI
$8.4B
| $1.4M | 0.01% |
14,219
-40,828
| -74% | -$4.01M |
|
587
Boise Cascade
BCC
$3.18B
| $1.39M | 0.01% |
+10,774
| New | +$1.39M |
|
588
Lufax Holding
LU
$2.62B
| $1.37M | 0.01% |
445,703
-152,445
| -25% | -$468K |
|
589
Radian Group
RDN
$4.72B
| $1.36M | 0.01% |
47,792
+5,576
| +13% | +$159K |
|
|
XYZ
590
Block, Inc.
XYZ
$46B
| $1.36M | 0.01% |
17,540
| – | – |
|
591
Prologis
PLD
$104B
| $1.36M | 0.01% |
10,173
+495
| +5% | +$66K |
|
592
Cboe Global Markets
CBOE
$24.3B
| $1.36M | 0.01% |
7,594
-53,496
| -88% | -$9.55M |
|
593
Agilent Technologies
A
$35.8B
| $1.34M | 0.01% |
9,657
-714
| -7% | -$99.3K |
|
594
Medifast
MED
$152M
| $1.34M | 0.01% |
19,910
-2,016
| -9% | -$136K |
|
595
Equifax
EFX
$31B
| $1.34M | 0.01% |
+5,410
| New | +$1.34M |
|
596
Healthpeak Properties
DOC
$12.6B
| $1.34M | 0.01% |
67,495
+812
| +1% | +$16.1K |
|
597
Enviri
NVRI
$943M
| $1.34M | 0.01% |
+148,459
| New | +$1.34M |
|
|
CSW
598
CSW Industrials, Inc.
CSW
$4.25B
| $1.32M | 0.01% |
6,374
+573
| +10% | +$119K |
|
599
UFP Technologies
UFPT
$1.57B
| $1.32M | 0.01% |
7,680
-668
| -8% | -$115K |
|
600
Griffon
GFF
$3.67B
| $1.29M | 0.01% |
+21,231
| New | +$1.29M |
|